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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
IFS
4426
Ifrah Financial Services
Little Rock,
Arkansas
| $409M | +$31.2M | +8% | 16.4% | 64.1% | 226 | 16.81% | 5.3 |
|
| 4427 |
DI
4427
DKRT Investments
Toronto,
| $409M | +$14.7M | +4% | 1.14% | – | 53 | 15.09% | 0.8 |
|
| 4428 |
4428
Rock Point Advisors
Burlington,
Vermont
| $409M | +$39.3M | +11% | 15.4% | 82.8% | 127 | 10.24% | 4.7 |
|
| 4429 |
4429
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $408M | +$29.3M | +8% | 12.6% | 50.8% | 159 | 15.72% | 1.8 |
|
| 4430 |
4430
Sicart Associates
New York
| $408M | +$19.1M | +5% | 8.36% | 113% | 78 | 10.26% | 4.4 |
|
| 4431 |
4431
TIFF Advisory Services
Radnor,
Pennsylvania
| $408M | -$29.1M | -7% | 10.3% | 86.3% | 25 | 24% | 1.6 |
|
| 4432 |
4432
Polunin Capital Partners
London,
United Kingdom
| $407M | +$22M | +6% | 37.7% | 268% | 22 | 40.91% | 1.5 |
|
| 4433 |
4433
InceptionR
Lafayette,
California
| $407M | -$7.99M | -2% | 14.2% | 62.9% | 960 | 70.31% | 0.3 |
|
| 4434 |
EL
4434
EQ LLC
Bellevue,
Washington
| $407M | +$52.2M | +15% | 17.1% | 72.9% | 88 | 17.05% | 2.4 |
|
| 4435 |
4435
Amicus Financial Advisors
Lubbock,
Texas
| $407M | +$44M | +12% | 8.21% | – | 99 | 13.13% | 0.4 |
|
| 4436 |
4436
Retirement Financial Solutions
Knoxville,
Tennessee
| $407M | +$57M | +16% | 12.1% | 52.5% | 57 | 14.04% | 1.3 |
|
| 4437 |
4437
Platinum Investment Management
Sydney Australia 2000,
Australia
| $407M | +$10M | +3% | 30.8% | 190% | 99 | 24.24% | 2.8 |
|
| 4438 |
4438
Kettle Hill Capital Management
New York
| $406M | +$7.26M | +2% | 13.7% | 37.4% | 60 | 66.67% | 0.4 |
|
| 4439 |
4439
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $406M | +$47.8M | +13% | 10.2% | 46.9% | 210 | 11.9% | 3 |
|
| 4440 |
4440
Warner Group
Madison,
Connecticut
| $406M | +$253M | +165% | 31.5% | – | 130 | 40.77% | 0.4 |
|
| 4441 |
4441
FCA Corp
Houston,
Texas
| $406M | +$51.9M | +15% | 13.4% | 57.4% | 210 | 12.38% | 5.1 |
|
| 4442 |
4442
Tactive Advisors
Jacksonville,
Florida
| $406M | +$51.3M | +14% | 22.4% | – | 317 | 26.5% | 1.1 |
|
| 4443 |
ATI
4443
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $406M | +$36.4M | +10% | 12.7% | 62.2% | 128 | 7.81% | 1.9 |
|
| 4444 |
4444
Whitefort Capital Management
New York
| $406M | +$66.6M | +20% | 25.8% | 243% | 22 | 22.73% | 1.5 |
|
| 4445 |
HC
4445
Headland Capital
Mt. Pleasant,
South Carolina
| $406M | +$50.6M | +14% | 12.6% | – | 68 | 16.18% | 1.1 |
|
| 4446 |
4446
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $405M | +$44.4M | +12% | 14.2% | 81.6% | 160 | 25% | 2.6 |
|
| 4447 |
4447
Cisco Systems
San Jose,
California
| $405M | +$88.1M | +28% | 17.9% | 210% | 6 | 50% | 1.5 |
|
| 4448 |
4448
Modus Advisors
Excelsior,
Minnesota
| $405M | +$41.7M | +11% | 17.8% | 89.5% | 125 | 12% | 3.8 |
|
| 4449 |
4449
Tucker Asset Management
Littleton,
Colorado
| $405M | +$70.4M | +21% | 16.9% | 71.6% | 465 | 27.1% | 1.8 |
|
| 4450 |
4450
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $405M | +$49.3M | +14% | 14.6% | 92% | 170 | 8.82% | 5.2 |
|